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OFC Financial Planning’s iShares Gold Trust IAU Stock Holding History

OFC Financial Planning’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Sell
31,727
-2,001
-6% -$170K 2.13% 8
2026
Q1 		$2.97M Sell
33,728
-404
-1% -$37.1K 2.92% 7
2025
Q4 		$2.77M Sell
34,132
-315
-0.9% -$24.6K 2.63% 7
2025
Q3 		$2.51M Sell
34,447
-919
-3% -$60K 2.48% 7
2025
Q2 		$2.21M Sell
35,366
-51
-0.1% -$3.16K 2.34% 8
2025
Q1 		$2.09M Buy
35,417
+1,578
+5% +$85.4K 2.36% 8
2024
Q4 		$1.68M Buy
+33,839
New +$1.7M 1.77% 12

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OFC Financial Planning's IAU Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares Gold Trust (IAU) stake by 5.9% in Q2 2026, selling an estimated $170K and leaving 31,727 shares worth $2.4M. The position accounts for 2.13% of the portfolio, ranked #8.

OFC Financial Planning first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q1 2026. 1,324 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • OFC Financial Planning held 31,727 shares of iShares Gold Trust worth $2.4M as of Q2 2026.
  • OFC Financial Planning sold 2,001 iShares Gold Trust shares in Q2 2026, an estimated $170K.
  • iShares Gold Trust made up 2.13% of OFC Financial Planning's portfolio in Q2 2026, its #8 holding.
  • OFC Financial Planning first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's iShares Gold Trust position peaked at $2.97M in Q1 2026.
  • 1,324 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.